财联社·2025-12-20 00:35Core Viewpoint - The article highlights the resurgence of AI-related stocks, driven by strong performances from Oracle and Nvidia, leading to a collective rise in major stock indices for two consecutive trading days [1][5]. Market Performance - The Dow Jones Industrial Average rose by 0.38% to close at 48,134.89 points, the S&P 500 increased by 0.88% to 6,834.50 points, and the Nasdaq Composite gained 1.31% to reach 23,307.62 points [3]. - For the week, the S&P 500 saw a slight increase of 0.1%, the Nasdaq rose by 0.5%, while the Dow Jones fell by 0.7% [5]. - Oracle's stock price surged by 6.6% following news of TikTok forming a new joint venture in the U.S. with Oracle, Silver Lake, and MGX [5]. - Other AI-related stocks, including Nvidia and Palantir, also experienced an approximate 4% increase [6]. - Micron Technology continued its upward trend with a 7% rise, following a previous 10% increase due to strong revenue guidance for the current quarter [7]. - Nike's stock plummeted over 10% after the company projected a decline in sales [8]. Notable Company News - Morgan Stanley is reportedly in a strong position to lead the underwriting for SpaceX's IPO, with a close relationship to CEO Elon Musk, although the final decision on the lead underwriter has yet to be made [10]. - Google is actively rehiring former employees to strengthen its AI team, with about 20% of the AI software engineers hired in 2025 being "boomerang employees," a significant increase compared to previous years [11][12]. - Nine pharmaceutical companies have reached agreements with President Trump to lower drug prices for certain groups in exchange for a three-year tariff grace period, with 14 out of 17 companies initially targeted agreeing to the terms [13][14].